Daniel digs deeper into Powell’s Jackson Hole speech, and how investors may be positioning their portfolios. 

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Manpreet speaks to Audrey about why we find Japanese equities attractive, whether Chinese equities are approaching a bottom and our view on commodity currencies.

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Goh, Audrey Sze Chieh,  Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank

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Daniel discusses the case for fiscal stimulus in China – a key catalyst for any sustained recovery in Chinese equities. 

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the pros and cons of Indian equities, and what we see as potentially interesting technical levels on India’s Nifty benchmark index

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses what to expect from the US Jackson Hole conference, and why long duration bond exposure deserves attention at this stage. 

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the reasons behind the volatility that risky assets are currently experiencing, and why the US healthcare sector appears interesting in this context.

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Manpreet speaks to Rajat about how investors should react to recent market volatility, what opportunities this volatility creates and why we see a long term structural opportunity in Indian markets

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Rajat Bhattacharya,  Senior Investment Strategist, Standard Chartered Bank

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Daniel talks about the sharp change of sentiment in the Hang Seng Index over the last six weeks, what are the key macro drivers going forward, and key levels to watch out for.

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel looks at the US Financial equity sector, which is relatively unloved and may benefit in a “soft-landing” scenario

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about crude oil prices, which has been defying the shaky sentiment in global risky assets, and how investors may be positioning their portfolio. 

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.